Our commitment to your future

We are justifiably proud of our state-of-the-art research resources and financial planning facilities, because only by investing heavily in the latest technology and professional development can we be best placed to identify the course of action most suited to your requirements at any particular time.

We also understand that the real benefits of technology are delivered via the individuals using it. We consider our people to be our strongest asset. All are committed to continuing professional development, and our financial planners are some of the most highly qualified in the South West of England.

Whilst some of our advisers specialise, all are well-versed in the broad spectrum of financial planning. Both Directors are members of the Personal Finance Society and the Institute of Financial Planning, and three of our independent financial advisers are Chartered Financial Planners.

In 2006 Cathedral Financial Management was featured in Citywire, a highly respected national financial publication, as one of the most qualified financial management firms in the country

In 2008 Cathedral Financial Management won the 'New Model Adviser of the Year' award for the South West Region.

Cathedral Financial Management were joint winners of the 'New Model Adviser of the Year' award for the South West Region in 2010.

The bottom line a refreshing change

We have not lost sight of the fact that our commitment is to your financial stability. For this reason we offer an independent, unbiased service that is designed to suit every client on either a commission or a fee basis.

We have a prescribed fee schedule, ensuring that all clients are aware of the exact costs involved from the outset. The remuneration basis is always agreed before we commence chargeable work.